Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INSTITUTES FOR JOURNALISM & NATURAL RESOURCES
Employer identification number
52-2073018
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
939,747
698,038
370,474
477,606
384,242
2,870,107
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
939,747
698,038
370,474
477,606
384,242
2,870,107
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
1,750,419
6
Public Support. Subtract line 5 from line 4.
1,119,688
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
939,747
698,038
370,474
477,606
384,242
2,870,107
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
4,010
2,814
2,898
797
356
10,875
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
2,880,982
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
38.860 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
69.270 %
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INSTITUTES FOR JOURNALISM & NATURAL RESOURCES
Employer identification number
52-2073018
Identifier
Return Reference
Explanation
PROGRAM SERVICE STATEMENT
PART III, 4A, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS
GREAT WATERS INSTITUTE 2010 - THIS JOURNEY IN THE LAKE ONTARIO BASIN EXPLORED THE EXTENSIVE LAKESHORE OF BOTH ONTARIO AND NEW YORK. FOURTEEN JOURNALISTS WERE COMPETITIVELY SELECTED TO BE GREAT WATERS FELLOWS. DUE TO ILLNESS, ONE JOURNALIST WAS UNABLE TO COMPLETE THE TRIP, LEAVING A GROUP OF THIRTEEN TO CIRCUMNAVIGATE THE LAKE. THE GROUP EXAMINED TIMELY ISSUES OF WATER USE, ENERGY PRODUCTION, CLIMATE, FISHERIES, SHIPPING, SHORELINE DEVELOPMENT, AND POLLUTION THAT APPLY THROUGHOUT THE GREAT LAKES REGION: - COMEBACK OF A CHARISMATIC NATIVE: RESTORING THE ATLANTIC SALMON TO LAKE ONTARIO - MANAGING STORM RUNOFF AND NON-POINT POLLUTION IN MAJOR METROPOLITAN AREAS - ENERGY PROS & CONS: COAL, HYDRO, HYDROKINETIC, GEOTHERMAL & WIND (INCLUDING OFF-SHORE FACILITIES) - THREATENED SPECIES CASE STUDY: THE AMERICAN EEL - TOXIC HOT SPOTS: A REPORT CARD ON THE PACE OF REMEDIATION IN GREAT LAKES "AREAS OF CONCERN" - BALLAST WATER TECHNOLOGY AND SALT WATER SHIPPING IN THE GREAT LAKES ST. LAWRENCE SEAWAY - WATER-LEVEL REGULATION AND WETLAND HABITAT - EFFECTS OF GLOBAL WARMING ON SHALLOW-WATER ECOSYSTEMS IN THE GREAT LAKES BASIN FELLOWS TOURED TORONTO'S UNIQUE ENWAVE FACILITY, WHICH PUMPS COLD WATER FROM THE FLOOR OF LAKE ONTARIO INTO A COOLING SYSTEM THAT SERVES DOWNTOWN TORONTO BUILDINGS. THEY WERE ALSO TAKEN AROUND THE CITY TO SEE HOW OFFICIALS DEAL WITH STORM-WATER RUN-OFF AND POLLUTION ISSUES, CULMINATING IN A TRIP INTO THE DEPTHS OF A GIANT UNDERGROUND STORM-WATER STORAGE SILO. THE GROUP MET SHIPPING OFFICIALS, SCIENTISTS AND ENVIRONMENTALISTS ALONG THE WELLAND CANAL TO DISCUSS ISSUES OF BALLAST-WATER MANAGEMENT AND EXOTIC INVASIVE SPECIES. THEY ALSO MET WITH INDUSTRY REPS AND CITIZEN ACTIVISTS TO TALK ABOUT THE REMEDIATION PROCESS IN THE SEVERELY POLLUTED HAMILTON HARBOR. LATER IN THE TRIP, FELLOWS GATHERED ON WOLFE ISLAND, ONTARIO, TO DISCUSS THE CONTROVERSIAL 86-TURBINE WIND FARM SITED THERE. THEY ALSO MET WITH CONSERVATION OFFICIALS AND FISHERMEN TO TALK ABOUT THE ONCE ABUNDANT AND NOW RAPIDLY DISAPPEARING AMERICAN EEL. BEFORE WRAPPING UP THE TRIP, FELLOWS EVEN GOT TO STRAP ON HIP WADERS AND ACCOMPANY FISH BIOLOGISTS AS THEY WADED INTO LAKE ONTARIO TRIBUTARIES AND RELEASED JUVENILE ATLANTIC SALMON AS PART OF A MULTI-YEAR RESTORATION EFFORT.
PROGRAM SERVICE STATEMENT
PART III, 4B, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS
OUTREACH PROGRAM - THIS PROGRAM INVOLVES RESEARCH EFFORTS AND IN-PERSON MEETINGS REGARDING PROGRAMS THAT IJNR MIGHT HOST TWO-TO-FOUR YEARS IN THE FUTURE. THIS PROGRAM ALSO INCLUDES COSTS TO RELATED TO THE DEVELOPMENT AND MAINTENANCE OF THE WEBSITE, E-NEWSLETTERS SENT TO FELLOWS, AND OTHER GENERAL PROGRAM-RELATED COMMUNICATIONS.
PROGRAM SERVICE STATEMENT
PART III, 4C, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS
GREAT WATERS REUNION - THIS "REFRESHER" EXPEDITION WAS CREATED FOR IJNR ALUMNI AND TOOK PLACE IN LAKE MICHIGAN, WHERE IT EXPLORED THE ROLE OF ISLAND ECOSYSTEMS IN GREAT LAKES ECOLOGY. TWELVE JOURNALISTS, WHO WERE ALUMNI OF PREVIOUS IJNR INSTITUTES, GATHERED IN TRAVERSE CITY, MICHIGAN BEFORE TAKING THE FERRY OUT TO BEAVER ISLAND IN NORTHERN LAKE MICHIGAN. THE GROUP LEARNED ABOUT FISHERIES MANAGEMENT, INVASIVE SPECIES, DEVELOPMENT PRESSURES, CLIMATE CHANGE AND THE UNIQUE ROLE THAT THE GREAT LAKES' 30,000 ISLANDS PLAY IN THE OVERALL ECOSYSTEM. TOPICS COVERED INCLUDED: - THE ROLE OF OFFSHORE ISLAND ECOSYSTEMS AS SPAWNING GROUNDS AND NURSERIES FOR GREAT LAKES FISHERIES - THE UNIQUE VULNERABILITIES OF ISLAND ECOSYSTEMS TO EXOTIC SPECIES - LOCAL SUCCESSES IN THE CONTROL OF TERRESTRIAL EXOTIC INVASIVES - GIGANTISM, AND OTHER QUIRKS OF ISLAND EVOLUTION - THE BALANCE BETWEEN DEVELOPMENT AND PRESERVATION IN TOURISM-BASED ISLAND ECONOMIES - LESSONS LEARNED FROM CORMORANT MANAGEMENT IN THE BEAVER ISLAND ARCHIPELAGO - THE ROLE OF GREAT LAKES ISLANDS IN AVIAN MIGRATION AND REPRODUCTION FELLOWS STAYED AT CENTRAL MICHIGAN UNIVERSITY'S BEAVER ISLAND RESEARCH STATION AND EXTENSIVELY TOURED BEAVER ISLAND. THEY LEARNED ABOUT THE UNIQUE CONFLICTS THAT ARISE FROM THE PRESSURES OF TOURISM AND DEVELOPMENT ON ISLAND ECOSYSTEMS. FELLOWS VISITED THE SITE OF A CONTROVERSIAL CLEAR CUT AND MET WITH RESIDENTS WITH DIFFERING OPINIONS ON HOW BEAVER ISLAND SHOULD BE MANAGED - FROM VACATION HOME OPTIMIZATION, TO LOGGING, TO DEER HUNTING, TO ENVIRONMENTAL PRESERVATION. THE GROUP GOT TO HEAR GOVERNMENT OFFICIALS, SCIENTISTS AND CITIZENS DISCUSS THE BURGEONING CORMORANT POPULATION AND THEIR PERCEIVED EFFECT ON GAME FISH POPULATIONS. FELLOWS WERE INTRODUCED TO THE ENDANGERED YELLOW MONKEY FLOWER AND WERE TREATED TO A PRESENTATION ON ASIAN CARP BY THE COUNTRY'S LEADING EXPERT ON THE ISSUE. THE GROUP TOURED THE SITES OF SUCCESSFUL ERADICATION PROGRAMS FOR THE INVASIVE COMMON REED. AND, TO CAP THE TRIP OFF, THE GROUP GOT AN UP-CLOSE INTRODUCTION TO SNAKES, TOADS AND TURTLES EXHIBITING SIGNS OF GIGANTISM, AN EVOLUTIONARY QUIRK IN ISLAND SPECIES.
FORM 990, PART VI, SECTION A, LINE 3
FEA, INC., IS CONTRACTED ON AN ANNUAL BASIS TO PROVIDE MANAGEMENT DUTIES FOR THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11
BOARD OF TRUSTEES ARE SENT AN ELECTRONIC COPY OF THE RETURN FOR REVIEW BEFORE FILING.
FORM 990, PART VI, SECTION C, LINE 19
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 5:
NET UNREALIZED GAINS ON INVESTMENTS: 1,476.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.